LTC Properties Inc
LTC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000887905
In the last 90 days, LTC Properties Inc insiders filed 1 open-market purchase and 1 sale; 291 institutions reported holding it in 13F filings for Q2 2026, worth $1.65B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in LTC Properties Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 217
- +7 vs. Q3 2023
- Shares held
- 29.9M
- +1.62M (+5.7%) vs. Q3 2023
- Total value
- $959.4M
- +$51.7M (+5.7%) vs. Q3 2023
- New holders
- 24
- 80 more added
- Sold out
- 17
- 78 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 291 | $1.65B |
| Q1 2026 | 288 | $1.43B |
| Q4 2025 | 273 | $1.26B |
| Q3 2025 | 277 | $1.33B |
| Q2 2025 | 260 | $1.18B |
| Q1 2025 | 260 | $1.18B |
| Q4 2024 | 240 | $1.16B |
| Q3 2024 | 240 | $1.20B |
| Q2 2024 | 220 | $1.08B |
| Q1 2024 | 230 | $973.5M |
| Q4 2023 | 217 | $959.4M |
| Q3 2023 | 210 | $907.7M |
| Q2 2023 | 214 | $972.5M |
| Q1 2023 | 227 | $1.04B |
| Q4 2022 | 237 | $1.06B |
| Q3 2022 | 223 | $1.12B |
| Q2 2022 | 223 | $1.14B |
| Q1 2022 | 216 | $1.12B |
| Q4 2021 | 213 | $976.6M |
| Q3 2021 | 207 | $898.7M |
| Q2 2021 | 213 | $1.11B |
| Q1 2021 | 221 | $1.22B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding LTC Properties Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −7−70.0% | Reduced |
| Parkside Financial Bank & Trust | 3 | $97 | 0.00% | −57−95.0% | Reduced |
| Abound Wealth Management | 13 | $418 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 14 | $498 | 0.00% | +14 | New |
| Signaturefd, LLC | 20 | $642 | 0.00% | +11+122.2% | Added |
| Farmers & Merchants Investments Inc | 32 | $1.03K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.48K | 0.00% | −41−47.1% | Reduced |
| Bell Investment Advisors, Inc | 47 | $1.51K | 0.00% | +2+4.4% | Added |
| Spire Wealth Management | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $1.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 67 | $2.15K | 0.00% | −3−4.3% | Reduced |
| Key Financial Inc | 67 | $2.15K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 70 | $2.25K | 0.00% | +64+1,066.7% | Added |
| Advisory Services Network, LLC | 71 | $2.28K | 0.00% | +71 | New |
| Farther Finance Advisors, LLC | 95 | $3.05K | 0.00% | −52−35.4% | Reduced |
| Capital Advisors, Ltd. LLC | 110 | $4.00K | 0.00% | +110 | New |
| GWM Advisors LLC | 140 | $4.50K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 144 | $4.63K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 180 | $5.78K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 195 | $6.00K | 0.00% | +36+22.6% | Added |
| Founders Capital Management | 190 | $6.10K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 234 | $7.51K | 0.00% | +4+1.7% | Added |
| Creekmur Asset Management LLC | 272 | $8.74K | 0.00% | +272 | New |
| Creative Financial Designs Inc | 331 | $10.6K | 0.00% | +331 | New |
| Versant Capital Management, Inc | 332 | $10.7K | 0.00% | −22−6.2% | Reduced |
| Harvest Fund Management Co., Ltd | 342 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 347 | $11.1K | 0.00% | −440−55.9% | Reduced |
| Harbor Investment Advisory, LLC | 400 | $12.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 415 | $13.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 460 | $14.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 466 | $15.0K | 0.01% | −122−20.7% | Reduced |
| Bartlett & Co. LLC | 470 | $15.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 472 | $15.2K | 0.00% | +10+2.2% | Added |
| Bartlett & Co. Wealth Management LLC | 470 | $15.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 516 | $16.6K | 0.00% | −2,528−83.0% | Reduced |
| Allworth Financial LP | 600 | $19.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 606 | $19.5K | 0.00% | +21+3.6% | Added |
| EverSource Wealth Advisors, LLC | 635 | $20.4K | 0.00% | −252−28.4% | Reduced |
| Baystate Wealth Management LLC | 708 | $22.7K | 0.00% | +708 | New |
| Sunbelt Securities, Inc. | 710 | $22.8K | 0.00% | +13+1.9% | Added |
| Central Trust Co | 850 | $27.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 850 | $27.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 892 | $27.8K | 0.01% | +892 | New |
| Truvestments Capital LLC | 1,000 | $32.1K | 0.01% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 1,133 | $36.4K | 0.00% | +7+0.6% | Added |
| KBC Group NV | 1,185 | $38.0K | 0.00% | −225−16.0% | Reduced |
| Quadrant Capital Group LLC | 1,206 | $38.7K | 0.00% | +529+78.1% | Added |
| HHM Wealth Advisors, LLC | 1,248 | $40.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,250 | $40.1K | 0.00% | +100+8.7% | Added |
| Private Trust Co NA | 1,252 | $40.2K | 0.00% | +512+69.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,256 | $40.3K | 0.01% | +1,256 | New |
| FMR LLC | 1,541 | $49.5K | 0.00% | +373+31.9% | Added |
| Principal Securities, Inc. | 1,810 | $58.1K | 0.00% | +1,810 | New |
| State of Wyoming | 2,310 | $74.2K | 0.01% | +2,310 | New |
| The PNC Financial Services Group, Inc. | 2,894 | $93.0K | 0.00% | +263+10.0% | Added |
| Point72 Middle East FZE | 3,132 | $100.6K | 0.01% | −3,643−53.8% | Reduced |
| Lazard Asset Management LLC | 3,196 | $102.0K | 0.00% | +2,171+211.8% | Added |
| Metropolitan Life Insurance Co | 3,746 | $120.3K | 0.01% | −4−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,077 | $131.0K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 4,404 | $141.5K | 0.02% | +4,404 | New |
| Point72 Hong Kong Ltd | 4,483 | $144.0K | 0.01% | +4,483 | New |
| Van Eck Associates Corp | 5,748 | $185.0K | 0.00% | +945+19.7% | Added |
| Gradient Investments LLC | 5,802 | $186.4K | 0.00% | +101+1.8% | Added |
| New York Life Investment Management LLC | 6,251 | $200.8K | 0.00% | +6,251 | New |
| Public Employees Retirement Association of Colorado | 6,391 | $205.0K | 0.00% | −583−8.4% | Reduced |
| Squarepoint Ops LLC | 6,483 | $208.2K | 0.00% | +6,483 | New |
| US Bancorp | 6,507 | $209.0K | 0.00% | −145−2.2% | Reduced |
| Cetera Advisor Networks LLC | 6,532 | $209.8K | 0.00% | −3,751−36.5% | Reduced |
| Campion Asset Management LLC | 6,582 | $211.4K | 0.18% | +150+2.3% | Added |
| Creative Planning | 6,687 | $214.8K | 0.00% | +446+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,789 | $218.0K | 0.00% | −1,082−13.7% | Reduced |
| Avantax Advisory Services, Inc. | 6,966 | $223.8K | 0.00% | +20+0.3% | Added |
| QRG Capital Management, Inc. | 7,202 | $231.3K | 0.00% | +7,202 | New |
| Mutual of America Capital Management LLC | 7,248 | $232.8K | 0.00% | −10−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,251 | $232.9K | 0.00% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 7,400 | $237.7K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,613 | $244.5K | 0.00% | +7,613 | New |
| ProShare Advisors LLC | 7,713 | $247.7K | 0.00% | +1,458+23.3% | Added |
| Versor Investments LP | 8,100 | $260.2K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 8,500 | $273.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,599 | $276.2K | 0.01% | −239−2.7% | Reduced |
| D.A. Davidson & Co. | 8,920 | $286.5K | 0.00% | −1,747−16.4% | Reduced |
| SG Americas Securities, LLC | 8,949 | $287.0K | 0.00% | −17,295−65.9% | Reduced |
| Benchmark Investment Advisors LLC | 8,970 | $288.1K | 0.27% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,430 | $303.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,664 | $310.0K | 0.03% | +9,664 | New |
| Pictet Asset Management Holding SA | 9,908 | $318.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10,234 | $328.7K | 0.00% | +1,113+12.2% | Added |
| Albert D Mason Inc | 10,664 | $343.0K | 0.23% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,337 | $364.0K | 0.00% | −788−6.5% | Reduced |
| Victory Capital Management Inc | 11,361 | $364.9K | 0.00% | +2,814+32.9% | Added |
| Legato Capital Management LLC | 11,381 | $365.6K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,576 | $371.8K | 0.00% | −210−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 11,707 | $376.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 11,900 | $382.2K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 12,138 | $389.9K | 0.01% | −200−1.6% | Reduced |
| State of Wisconsin Investment Board | 12,227 | $392.7K | 0.00% | +5,195+73.9% | Added |
| Daiwa Securities Group Inc. | 12,582 | $404.0K | 0.00% | −546−4.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,678 | $407.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,689 | $439.7K | 0.01% | +50+0.4% | Added |